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Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $2


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2026-09-09 12:28:27
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Cybersecurity Business

Ryan Lawler / Axios:

Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+  —  Savvy Wealth, which provides tech and back-office infrastructure for independent financial advisors, raised $100 million in Series C funding …




Ryan Lawler / Axios:

Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+  —  Savvy Wealth, which provides tech and back-office infrastructure for independent financial advisors, raised $100 million in Series C funding …



Source: TechMeme
Source Link: https://www.techmeme.com/260909/p11#a260909p11


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